NE · Grand Island

Fiduciary advisors in Grand Island, NE

7 advisors with offices in Grand Island. Credentials, fee structures, and minimums are disclosed on each listing.

7 listed
7 results in Grand Island

Schuster Anderson Wealth Advisors

Grand Island, Nebraska

Schuster Anderson Wealth Advisors is a financial advisory firm in Grand Island, Nebraska, led by President and Senior Wealth Advisor Mike Schuster (MBA, CEPA®, CFP®) and a team including credentialed advisors such as Talia Benson (CDFA®, APMA™) and Jaden Butler (ChFC®, CLU®). The firm provides financial planning, investment management, and business consulting services, operating as a fiduciary partner that coordinates with clients' other professional advisors. Service offerings include retirement planning, business valuation and exit strategies, risk management, charitable giving planning, and wealth distribution strategies.

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Stonebridge Wealth Systems, LLC

Grand Island, Nebraska

Estate Planning Retirement Planning

Stonebridge Wealth Systems, LLC is an SEC-registered investment advisor in Grand Island, Nebraska offering financial planning, investment management, and retirement planning services, with particular focus on estate planning and retirement strategy. The firm uses a process called the Retirement Compass to guide clients through financial planning with attention to tax efficiency. Founded by principals who transitioned from larger corporations, the firm provides personalized financial plans and holistic advisory services. Insurance products are offered through separately licensed agents rather than directly through the firm.

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Financial advisors in Grand Island, Nebraska

Advisors serving Grand Island specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Nebraska's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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